Navigate the POS dashboard

The POS dashboard is the home screen for every POS function. Use it to confirm store connectivity, track your shift balance, and lock and unlock the register when staff hand over.

Basic dashboard features

The dashboard below has no transaction in progress.

The main display area shows your product groups, usually as tiles for finding products. The right panel shows the current transaction on the register.

Add a product from a tile

You can sometimes tap a product tile to add the product directly to the cart. Depending on your product and POS setup, more options might need to be selected.:

1. Tap the product tile.
2. If variant options appear, choose them, for example Medium and then Blue.
3. If prices appear, tap an amount, or tap Custom… and enter the amount. The amount must be within the product’s minimum and maximum. The product is added to the cart with the variant and price you chose.

A tile that shows a price range or Set price shows price options when you tap it.

Rental products, vouchers, and products with serial numbers open the product window instead. If the window shows prices, the first amount is already selected.

The menu in the top right shows current session information.

Sidebar functions

The top left menu gives you access to the transactional and lookup functions set up for this POS outlet.

The bottom-left menu is for store admin controls.

• Settings — opens store settings, with information such as labels, layouts, and the POS version.
• Lock — immediately locks the register. A user has to sign in again to make it active.

Navigating POS layouts

Layouts appear throughout the POS: in the sidebar menu, in search and lookup screens, and in custom workflow steps. The layout types are list, grid, record, and form. A grid layout shows records as cards and works like a list layout.

POS list layouts

A list layout shows multiple records in a scrollable view. You’ll see list layouts when browsing customers, orders, stock, or any custom view configured for your store.

Use the search bar to find records by keyword. The list updates as you type.

If the list opens empty with the message Search to show records, your store has set it to wait for a search. Type a keyword or apply a filter to show records.

If the layout offers a choice of sort orders, a sort menu appears beside the filters. It shows the current order, with an arrow for ascending or descending. On a grid layout, use the arrangement menu to switch between arrangements such as Grid, List, and Single rail.

POS list filters

When filters are available on a list or grid layout, filter buttons appear beside the search bar. Each button shows the filter name, and a count once the filter has a value. On a narrow screen, the filters collapse into a single Filters button.

To apply a filter:

1. Tap a filter button, or tap Filters if the buttons are collapsed.
2. Select or enter a value depending on the filter type:
   • Select / Multiselect — choose one or more options from the list
   • Date range — pick a From date, a To date, or both
   • Number range — enter a Minimum, a Maximum, or both
3. If you opened Filters, tap Apply filters.

The list updates to show only matching records. On a list layout, each applied filter value appears below the search bar, for example Status: Active.

To clear a filter, tap the × beside the value, or open the filter and choose All or remove the value. To clear all filters, tap Reset filters. It appears once two or more values are applied, and returns the filters to how the layout opened.

:::note Some filters are set by your store administrator and cannot be seen or changed by staff. These apply silently and are not shown in the filter controls. :::

No records found: If no records match, the message says whether the search or the filters ruled them out, for example “No records found matching applied filters”. Select Clear filters to broaden the results. If the message says local records, tap Search all records to search records that aren’t on this register.

POS record layouts

A record layout shows the details of a single record. Tap a record in a list to open it.

POS form layouts

A form layout presents editable fields for data entry. You’ll encounter form layouts when creating a customer, ending a shift, or completing a custom step in your store’s workflow.

Fill in the required fields and submit to continue. Some fields may display custom content your store has configured rather than a standard input.

POS action buttons

Action buttons appear on layouts and let you move to the next step without navigating away. The primary action appears as the main button, there’s usually a secondary action to exit, or an actions menu to perform other tasks. See the checkmarked actions in the example below.

:::tip If a button you expect isn’t visible, the layout may not have that action configured for your store. Check with your store administrator. :::